Civic Intelligence

Insight Strategy Advisors LLC

Plan context: Insight Strategy Advisors LLC 401(K) Profit Sharing Plan and Trust

EIN 20-3809628 • 12 filings • 5 plans

Current Snapshot

Latest Year

2017

2017 Participants

31

2017 Assets

$2,241,546

2017 Contributions

$444,212

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,241,546$1,120,773$0200620122016YearValue
$2,241,546Latest year 2016

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

31160200620122016YearValue
31Latest year 2016

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201710$0$0-
Insight Strategy Advisors LLC 401(K) Profit Sharing Plan and Trust-0---
2016131$2,241,546$444,212$14,329iApproximate average salary by contribution assumption: employee only about $358,235 at 4% or $238,824 at 6%; with 50% employer match about $238,824 at 4% or $159,216 at 6%; with 100% employer match about $179,118 at 4% or $119,412 at 6%.
Insight Strategy Advisors LLC 401(K) Profit Sharing Plan and Trust-31$2,241,546$444,212$14,329iApproximate average salary by contribution assumption: employee only about $358,235 at 4% or $238,824 at 6%; with 50% employer match about $238,824 at 4% or $159,216 at 6%; with 100% employer match about $179,118 at 4% or $119,412 at 6%.
2015129$1,695,992$358,522$12,363iApproximate average salary by contribution assumption: employee only about $309,071 at 4% or $206,047 at 6%; with 50% employer match about $206,047 at 4% or $137,365 at 6%; with 100% employer match about $154,535 at 4% or $103,024 at 6%.
Insight Strategy Advisors LLC 401(K) Profit Sharing Plan and Trust-29$1,695,992$358,522$12,363iApproximate average salary by contribution assumption: employee only about $309,071 at 4% or $206,047 at 6%; with 50% employer match about $206,047 at 4% or $137,365 at 6%; with 100% employer match about $154,535 at 4% or $103,024 at 6%.
2014124$1,598,732$392,844$16,369iApproximate average salary by contribution assumption: employee only about $409,213 at 4% or $272,808 at 6%; with 50% employer match about $272,808 at 4% or $181,872 at 6%; with 100% employer match about $204,606 at 4% or $136,404 at 6%.
Insight Strategy Advisors LLC 401(K) Profit Sharing Plan and Trust-24$1,598,732$392,844$16,369iApproximate average salary by contribution assumption: employee only about $409,213 at 4% or $272,808 at 6%; with 50% employer match about $272,808 at 4% or $181,872 at 6%; with 100% employer match about $204,606 at 4% or $136,404 at 6%.
2013123$1,195,646$269,306$11,709iApproximate average salary by contribution assumption: employee only about $292,724 at 4% or $195,149 at 6%; with 50% employer match about $195,149 at 4% or $130,100 at 6%; with 100% employer match about $146,362 at 4% or $97,575 at 6%.
Insight Strategy Advisors LLC 401(K) Profit Sharing Plan and Trust-23$1,195,646$269,306$11,709iApproximate average salary by contribution assumption: employee only about $292,724 at 4% or $195,149 at 6%; with 50% employer match about $195,149 at 4% or $130,100 at 6%; with 100% employer match about $146,362 at 4% or $97,575 at 6%.
2012115$984,231$184,737$12,316iApproximate average salary by contribution assumption: employee only about $307,895 at 4% or $205,263 at 6%; with 50% employer match about $205,263 at 4% or $136,842 at 6%; with 100% employer match about $153,948 at 4% or $102,632 at 6%.
Insight Strategy Advisors LLC 401(K) Profit Sharing Plan and Trust-15$984,231$184,737$12,316iApproximate average salary by contribution assumption: employee only about $307,895 at 4% or $205,263 at 6%; with 50% employer match about $205,263 at 4% or $136,842 at 6%; with 100% employer match about $153,948 at 4% or $102,632 at 6%.
201118$816,105$246,858$30,857iApproximate average salary by contribution assumption: employee only about $771,431 at 4% or $514,288 at 6%; with 50% employer match about $514,288 at 4% or $342,858 at 6%; with 100% employer match about $385,716 at 4% or $257,144 at 6%.
Insight Strategy Advisors LLC 401(K) Profit Sharing Plan and Trust-8$816,105$246,858$30,857iApproximate average salary by contribution assumption: employee only about $771,431 at 4% or $514,288 at 6%; with 50% employer match about $514,288 at 4% or $342,858 at 6%; with 100% employer match about $385,716 at 4% or $257,144 at 6%.
2010113$666,804$186,104$14,316iApproximate average salary by contribution assumption: employee only about $357,892 at 4% or $238,595 at 6%; with 50% employer match about $238,595 at 4% or $159,063 at 6%; with 100% employer match about $178,946 at 4% or $119,297 at 6%.
Insight Strategy Advisors LLC 401(K) Profit Sharing Plan and Trust-13$666,804$186,104$14,316iApproximate average salary by contribution assumption: employee only about $357,892 at 4% or $238,595 at 6%; with 50% employer match about $238,595 at 4% or $159,063 at 6%; with 100% employer match about $178,946 at 4% or $119,297 at 6%.
2009210$770,351$398,667$39,867iApproximate average salary by contribution assumption: employee only about $996,667 at 4% or $664,445 at 6%; with 50% employer match about $664,445 at 4% or $442,963 at 6%; with 100% employer match about $498,334 at 4% or $332,223 at 6%.
Insight Strategy Advisors LLC 401(K) Profit Sharing Plan and Trust-9$440,126$149,989$16,665iApproximate average salary by contribution assumption: employee only about $416,636 at 4% or $277,757 at 6%; with 50% employer match about $277,757 at 4% or $185,172 at 6%; with 100% employer match about $208,318 at 4% or $138,879 at 6%.
Insight Strategy Advisors LLC 401(K) Profit Sharing Plan and Trust-10$330,225$248,678$24,868iApproximate average salary by contribution assumption: employee only about $621,695 at 4% or $414,463 at 6%; with 50% employer match about $414,463 at 4% or $276,309 at 6%; with 100% employer match about $310,848 at 4% or $207,232 at 6%.
2008112$301,762$152,062$12,672iApproximate average salary by contribution assumption: employee only about $316,796 at 4% or $211,197 at 6%; with 50% employer match about $211,197 at 4% or $140,798 at 6%; with 100% employer match about $158,398 at 4% or $105,599 at 6%.
Insight Strategy Advisors LLC 401(K) Profit Sharing Plan and Trust-12$301,762$152,062$12,672iApproximate average salary by contribution assumption: employee only about $316,796 at 4% or $211,197 at 6%; with 50% employer match about $211,197 at 4% or $140,798 at 6%; with 100% employer match about $158,398 at 4% or $105,599 at 6%.
2006111$93,443$93,225$8,475iApproximate average salary by contribution assumption: employee only about $211,875 at 4% or $141,250 at 6%; with 50% employer match about $141,250 at 4% or $94,167 at 6%; with 100% employer match about $105,938 at 4% or $70,625 at 6%.
Insight Strategy Advisors LLC 401(K) Profit Sharing Plan and Trust-11$93,443$93,225$8,475iApproximate average salary by contribution assumption: employee only about $211,875 at 4% or $141,250 at 6%; with 50% employer match about $141,250 at 4% or $94,167 at 6%; with 100% employer match about $105,938 at 4% or $70,625 at 6%.